Corient Private Wealth’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Corient Private Wealth’s Portfolio PULS Stock Details PULS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Sell	31,015 -40,551	-57%	-$2.01M	﹤0.01%	1406
2025 Q4	$3.55M	Buy	+71,566	New	+$3.56M	﹤0.01%	1230
2025 Q3	–	Sell	-4,405	Closed	-$219K	–	2653
2025 Q2	$219K	Buy	+4,405	New	+$218K	﹤0.01%	2186
2025 Q1	–	Sell	-7,000	Closed	-$347K	–	2417
2024 Q4	$347K	Buy	+7,000	New	+$348K	﹤0.01%	1818

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corient Private Wealth's PULS Position: Q1 2026 in Review

Corient Private Wealth reduced its PGIM Ultra Short Bond ETF (PULS) stake by 57% in Q1 2026, selling an estimated $2.01M and leaving 31,015 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Corient Private Wealth first reported a position in PULS in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.55M in Q4 2025. 443 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

Corient Private Wealth held 31,015 shares of PGIM Ultra Short Bond ETF worth $1.54M as of Q1 2026.
Corient Private Wealth sold 40,551 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $2.01M.
PGIM Ultra Short Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1406 holding.
Corient Private Wealth first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 4 quarters since.
Corient Private Wealth's PGIM Ultra Short Bond ETF position peaked at $3.55M in Q4 2025.
443 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.